Shane Mccann is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Aegis Wealth Management and Change Path, LLC. Mccann is also the owner of Montana Retirement Income Advisory, where he serves as an insurance agent specializing in life insurance, annuities, and long-term care sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process across a range of growth, fixed-income, alternative, and structured investment strategies.

Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.

Ward Wenholz is a financial advisor with Sapphire Financial Strategies, L.L.C., holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Sapphire Financial Strategies since 2018 and previously at First Advisors National from 2015 to 2018. Wenholz is also president and owner of Sapphire Financial Services, Inc., where he sells fixed insurance products. Sapphire Financial Strategies provides ongoing portfolio management and advisory services primarily to individual clients, utilizing a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis alongside value investing principles. The firm manages discretionary assets in the mid-teens of millions and serves several dozen individual accounts.

As the husband of a physician assistant and the brother of a physician, I noticed something off in the financial planning industry. Physician assistants were getting the short end of the stick while physicians got the red-carpet treatment. That is why I built Advanced Practice Planning. My goal is to fill the gap left by old-school finance and make sure APPs get the guidance they deserve. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring the expertise to help APPs work through the complex parts of their financial lives. I have been featured in publications such as CNBC, MarketWatch, and Investor’s Business Daily, where I have shared strategies for budgeting, negotiating employment contracts, and more. When I am not working, you will find me in the Montana landscape. Skiing, hiking, or floating the Bitterroot River on a Saturday. You might catch me at a Penn State football game in the fall while visiting family in Pennsylvania. We are!

Paul Lasiter is a CFP® affiliated with Evergreen Summit Advisors, LLC in Missoula, MT. He has been associated with Evergreen Summit Advisors since 2026 and has prior experience at the University of Montana and Pepperdine University. Evergreen Summit Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and discretionary portfolio management, combining modern portfolio theory with passive and active strategies, and provides financial planning, tax preparation assistance, and educational seminars.

Molly Nelson is a CFP® professional with 19 years of industry experience. She is the founder and manager of Money Sense LLC, an independent advisory firm she joined in 2024 after roles at Mariner Wealth Advisors and Avantax. In addition to her advisory work, Molly operates an online financial education platform called The Money Coven, providing weekly Q&A sessions and educational content. Money Sense LLC offers financial planning and education to individuals, families, and high-net-worth clients through limited-scope consultations and online resources, focusing on retirement, tax, cash flow, and risk management. The firm emphasizes recommendations based on Modern Portfolio Theory and passive, low-cost investments without managing client assets or charging percentage-of-assets fees.

Ryne Mading is a CFP® professional with nine years of industry experience. He is the sole advisor at Switchbacks Capital Advisory, LLC, an independent firm he joined in 2026. His prior experience includes roles at LPL Financial, Golden State Wealth Management, and Merrill Lynch. Outside of his advisory work, he teaches financial education workshops. Switchbacks Capital Advisory, LLC offers discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, families, trusts, and charitable organizations. The firm uses exchange-traded funds, low-cost mutual funds, individual securities, and cryptocurrency ETFs to build tailored portfolios aligned with clients’ objectives and risk tolerance.

Natalie Larson is a financial advisor with SGL Investment Advisors, Inc. She holds a Series 66 designation and has experience working in various roles including positions at the University of Montana and City of Missoula. Natalie has been with SGL Investment Advisors since 2023. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers customizable active and passive investment models supported by an in-house research team and delivers regular performance reporting and market commentary.

Joshua Denney is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT. He holds a Series 66 designation and has 18 years of industry experience, all of which he has spent at Sg Long & Company since 2008. Outside of his advisory role, Denney owns Pennici Brothers LLC, a business involved in buying and selling collectible baseball cards. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based portfolio models supported by an in-house research team that evaluates securities through a Business/Value/People framework and incorporates ESG options.

Joshua Eder is a CFP® with 20 years of industry experience, currently serving as the sole advisor at SGL Investment Advisors, Inc. He has been with S.G. Long & Company since 2008. Outside of his advisory role, he is a member of the Board of Directors for the Missoula Downtown Association and Downtown Missoula Partnership and owns a small business buying and selling shoes. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm employs a research-driven investment process featuring customizable actively managed and ETF-based portfolios, with ongoing account monitoring and quarterly performance reporting.

Lucas Duffy is a financial advisor at Willow Creek Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Raymond James Financial Services and Rock Creek Group, as well as positions at George Washington University and Plum Property Management. Willow Creek Capital Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory in its investment approach and offers ESG screening based on Morningstar data for clients who request it.

Hannah Santa Cruz is a CFP® with 15 years of industry experience, currently serving as an advisor at Pathfinder Planning and Investments. Her prior roles include positions at Core Planning, Focus Partners Wealth, Churchill Management Group, Stockman Wealth Management, Peak Investment Management, and Ameriprise. Pathfinder Planning and Investments provides wealth management and financial planning services to individuals and charitable organizations, offering both ongoing investment management and project-based planning. The firm uses a Modern Portfolio Theory approach, combining passive and active investment vehicles with a focus on tax efficiency and socially responsible options.

Marcus Welnel is a financial advisor at SGL Investment Advisors, Inc. in Missoula, Montana. He holds a Series 66 designation and has three years of industry experience, including work at Guardian Life. Outside of his advisory role, he serves as General Manager of SANIL, a Name, Image, and Likeness collective for the University of Montana. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based model portfolios supported by an in-house research team using a Business/Value/People evaluation framework.

Jill Tripp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Pathfinder Planning and Investments in Missoula, MT. She previously worked at Core Planning and Stewart & Associates PLLC. Outside of her advisory role, she is a member of JT Squared LLC and provides light bookkeeping and property information tracking services to an investment management client on a consulting basis. Pathfinder Planning and Investments offers wealth management and financial planning services to individuals and charitable organizations, utilizing a fee-only model and a disciplined investment approach based on Modern Portfolio Theory. The firm combines passive and active investment vehicles, applies asset-location principles for tax efficiency, and provides socially responsible investment options upon request.

Kelly Brunger is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 designation and eight years of industry experience. Prior to joining SGL, Brunger worked at Deutsche Bank Securities for 12 years. Outside of advisory work, Brunger is involved as a consultant and sales representative for wellness product companies Melalueca and Wellness Co., receiving residual commissions from these activities. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based models supported by an in-house research team using a Business/Value/People evaluation framework and includes ESG options within its direct-indexing strategy.

Eric Joynt is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with Prospettiva Financial, where he has worked since 2022, and has prior experience with SG Long Financial and State Farm Insurance. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans, managing approximately $116 million in discretionary assets. The firm offers wealth management, financial planning, and retirement plan advisory services, with a focus on tailored portfolios, continuous account supervision, and specialized work with state and municipal government clients.

Susan Estep is a financial advisor at Willow Creek Capital Management, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses, with 39 years of industry experience. She has worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial among other roles. Estep is also involved as an owner and officer in her firm and affiliated entities focused on strategic and tactical operations. Willow Creek Capital Management provides discretionary portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term approach, offering customized Investment Policy Statements and ESG screening when requested.

Robert Seidenschwarz is a financial advisor at SGL Investment Advisors, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has served as a lecturer on Global Economic Activities at the University of Montana's Critical Language School since 2018. Mr. Seidenschwarz has been affiliated with S.G. Long & Company since 1995. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm employs an in-house research team to manage customizable active and passive investment models, including ESG options, and offers ongoing account monitoring with quarterly reporting.

Laurel Farrell is a financial advisor at Portfolio Logix, LLC with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she held positions at Cathy Richman Properties and Bergman Plastic Surgery, among others. She serves as Treasurer for the Hellgate Elk's Club in Missoula, MT. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses. The firm customizes asset allocation and security selection to clients’ objectives and risk tolerance, utilizing a variety of investment instruments and strategies, including derivatives and options.

Jeffrey Hays is a financial advisor at SGL Investment Advisors, Inc. with three years of industry experience and holds the Series 66 designation. Prior to entering the financial industry, he worked for over a decade with Missoula County Public Schools and has also been a high school boys basketball coach and owner of a youth basketball camp in Missoula, MT. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers customizable actively managed and ETF-based portfolio models, supported by an in-house research team that applies a Business/Value/People framework to evaluate securities and monitor client accounts.